Wealthquest’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.77M | Buy |
47,635
+198
| +0.4% | +$40.6K | 0.77% | 19 |
|
|
2025
Q1 | $10.5M | Sell |
47,437
-1,774
| -4% | -$394K | 0.88% | 18 |
|
|
2024
Q4 | $12.3M | Sell |
49,211
-521
| -1% | -$130K | 1% | 17 |
|
|
2024
Q3 | $11.3M | Buy |
49,732
+457
| +0.9% | +$103K | 0.99% | 18 |
|
|
2024
Q2 | $10.4M | Sell |
49,275
-19
| -0% | -$4K | 1.11% | 18 |
|
|
2024
Q1 | $8.45M | Sell |
49,294
-1,760
| -3% | -$302K | 0.91% | 18 |
|
|
2023
Q4 | $9.83M | Buy |
51,054
+887
| +2% | +$171K | 1.09% | 18 |
|
|
2023
Q3 | $8.59M | Buy |
50,167
+1,891
| +4% | +$324K | 1.05% | 20 |
|
|
2023
Q2 | $9.36M | Buy |
48,276
+2
| +0% | +$388 | 1.12% | 20 |
|
|
2023
Q1 | $7.96M | Sell |
48,274
-1,038
| -2% | -$171K | 1.03% | 19 |
|
|
2022
Q4 | $6.41M | Sell |
49,312
-39
| -0.1% | -$5.07K | 0.82% | 21 |
|
|
2022
Q3 | $6.82M | Buy |
49,351
+519
| +1% | +$71.7K | 0.95% | 17 |
|
|
2022
Q2 | $6.68M | Buy |
48,832
+40
| +0.1% | +$5.47K | 1.01% | 19 |
|
|
2022
Q1 | $8.66M | Hold |
48,792
| – | – | 1.33% | 18 |
|
|
2021
Q4 | $8.66M | Buy |
48,792
+386
| +0.8% | +$68.5K | 1.33% | 18 |
|
|
2021
Q3 | $6.85M | Sell |
48,406
-522
| -1% | -$73.9K | 1.16% | 20 |
|
|
2021
Q2 | $6.7M | Buy |
48,928
+1,724
| +4% | +$236K | 1.15% | 19 |
|
|
2021
Q1 | $5.77M | Buy |
47,204
+275
| +0.6% | +$33.6K | 1.08% | 17 |
|
|
2020
Q4 | $6.23M | Sell |
46,929
-1,044
| -2% | -$139K | 1.33% | 15 |
|
|
2020
Q3 | $5.56M | Sell |
47,973
-3,051
| -6% | -$353K | 1.38% | 15 |
|
|
2020
Q2 | $4.65M | Buy |
+51,024
| New | +$4.65M | 1.18% | 16 |
|
|
2019
Q4 | $4.03M | Sell |
54,912
-12,372
| -18% | -$908K | 1.15% | 20 |
|
|
2019
Q3 | $3.77M | Sell |
67,284
-3,032
| -4% | -$170K | 1.26% | 16 |
|
|
2019
Q2 | $3.48M | Buy |
70,316
+14,424
| +26% | +$714K | 1.31% | 18 |
|
|
2019
Q1 | $2.65M | Buy |
55,892
+1,076
| +2% | +$51.1K | 1% | 24 |
|
|
2018
Q4 | $2.16M | Buy |
+54,816
| New | +$2.16M | 0.89% | 28 |
|
|
2015
Q3 | $1.05M | Buy |
38,052
+2,928
| +8% | +$80.7K | 1.9% | 7 |
|
|
2015
Q2 | $1.1M | Sell |
35,124
-400
| -1% | -$12.5K | 1.61% | 8 |
|
|
2015
Q1 | $1.11M | Sell |
35,524
-932
| -3% | -$29K | 1.59% | 8 |
|
|
2014
Q4 | $1.01M | Buy |
+36,456
| New | +$1.01M | 1.03% | 11 |
|